Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Investments** Balanced Fund in their Schedule of Assets, totaling $111.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ADT LLC ADT SECURITY CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN | BOCA RATON FL | 19,592 | $1.3B | $40.5M |
| 2 | MITSUBISHI LOGISNEXT AMERICAS INC. MITSUBISHI LOGISNEXT AMERICAS 401(K) PLAN | HOUSTON TX | 1,644 | $274.6M | $13.2M |
| 3 | IDEAL INDUSTRIES, INC. IDEAL INDUSTRIES, INC. 401(K) PLAN |
SYCAMORE IL |
| 483 |
| $114.6M |
| $11.0M |
| 4 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 924 | $295.3M | $9.8M |
| 5 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 1,285 | $254.4M | $9.0M |
| 6 | NEW LEXINGTON CLINIC, P.S.C. NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN | LEXINGTON KY | 1,491 | $295.5M | $6.3M |
| 7 | DOMETIC CORPORATION DOMETIC CORPORATION 401(K) SAVINGS PLAN | CHICAGO IL | 1,708 | $134.3M | $4.3M |
| 8 | SYSTEM STUDIES & SIMULATION, INC. SYSTEM STUDIES & SIMULATION, INC. 401(K) AND PROFIT SHARING/RETIREMENT PLAN | HUNTSVILLE AL | 708 | $62.4M | $4.0M |
| 9 | NITERRA NORTH AMERICA, INC. NITERRA NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | WIXOM MI | 749 | $82.2M | $3.1M |
| 10 | TELESTREAM, LLC TELESTREAM 401(K) EMPLOYEE SAVINGS PLAN | NEVADA CITY CA | 237 | $58.7M | $2.2M |
